The blue-chip Dow is ahead by 300 points, or 2%, to get back over 15,000 (and then back over 15,100), and financial and industrial stocks are leading. Financial Select Sector SPDR Fund (XLF) is ahead by 2.7%.

About Focus on Funds

As exchange-traded funds and other investing vehicles have ballooned in number, the task of figuring out what works well and what doesn’t has only gotten harder. Barrons.com’s Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors.

Chris Dieterich has covered the U.S. stock market for The Wall Street Journal and Dow Jones Newswires. He is a graduate of Regis University and the Missouri School of Journalism.